IFGLEXPORIndustrials

IFGL Refractories Limited

Electrodes & Refractories · ISIN INE133Y01011 · BSE 540774 · NSE EQ · FV ₹10
Last price
₹198
-0.32%today
What this company does

IFGL Refractories Limited operates in Electrodes & Refractories, part of the Industrials sector. It booked ₹512 cr of revenue in its latest quarter (Q1 FY27) and kept 3.3% of sales as profit. It is the 6th largest of 8 Electrodes & Refractories companies we track, by market value.

The Company is primarily engaged in the manufacturing, trading and selling of Refractory items and its related equipment and accessories used in Steel plants.
In the report:
57out of 100
Equitytale Health Score
Mixed

Healthier than 57% of companies in Industrials, on all six measures of filed financials. Each measure is ranked against the 129–290 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
40

At close. Not part of the score.

Profitability & returns31

How much profit it earns on the money it employs

Balance sheet67

How much it owes, and whether earnings cover the interest

Cash quality52

Whether reported profit actually arrives as cash

Growth & consistency55

Whether sales and profit have grown, and how steadily

Valuation64

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
Makes a profit
Sales up 13% vs last year
Profit up 58% vs last year
Promoters hold 72%
No promoter shares pledged
Turns profit into real cash
Watch-outs
! Thin 3.3% net margin
! Low 5.8% return on equity

What if I invest in IFGLEXPOR?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 10% a year, it would become
₹20.15 lakh

The starting rate is a round number, not a view on this company — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹198 -0.32%
latest close · 2026-09-17
1-year return
+27.6%
52-wk low ₹12152-wk high ₹237
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio20.8Average
LowAverageHigh
P/B ratio1.21Moderate
Below bookModerateHigh
EV / EBITDA9.9Average
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity5.8%Weak
WeakFairStrong ▸15%
Return on capital8.3%Fair
WeakFairStrong
Net margin3.3%Thin
ThinDecentStrong
EBITDA margin7.8%Thin
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.17Comfortable
LowModerateHigh ▸1
Interest cover8.9×Strong
RiskyOkayStrong ▸5×
Current ratio2.34Ample
Tight ◂1HealthyAmple
More figures
Market cap
₹1,425 cr
Book value
₹163
EPS
₹2.37
latest quarter
Net debt
₹143 cr
owes more than its cash
Enterprise value
₹1,567 cr
EBITDA
₹159 cr
annualised
EBIT
₹104 cr
annualised
Operating margin
5.1%
Return on assets
4.1%
Earnings yield
4.80%
P/S
0.70
Sales / share
₹284.3
Tax rate
26.3%
Face value
₹10
Shares
7.2 cr
Working capital
₹566 cr
Current assets
₹989 cr
Current liabilities
₹423 cr
Delivery %
49.1%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2026 report & filings
not investment advice
Hard to value confidentlyLow confidence
The models disagree too widely to call this cheap or dear — likely a hard-to-compare or transitioning business.
Models span ₹58₹186, midpoint ₹172

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹512 cr
Other Income₹3 cr
Total Income₹515 cr
Cost of Materials₹270 cr
Purchases of Stock-in-Trade₹9 cr
Inventory Change (±)₹-8 cr
Employee Benefit Expense₹84 cr
Finance Costs₹3 cr
Depreciation & Amortisation₹14 cr
Other Expenses₹121 cr
Total Expenses₹492 cr
Profit before Tax₹23 cr
Tax Expense₹6 cr
Net Profit₹17 cr
Net margin on total income3.3%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹270 cr52.5%
Employee benefit expense₹84 cr16.4%
Finance costs₹3 cr0.6%
Depreciation & amortisation₹14 cr2.6%
Other expenses₹121 cr23.4%
Tax expense₹6 cr1.2%
Profit for the period₹17 cr3.3%
Total income ₹515 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue469 cr483 cr512 cr
Total income471 cr486 cr515 cr
Expenses469 cr468 cr492 cr
Profit before tax-4 cr17 cr23 cr
Tax-66 L3 cr6 cr
Net profit (owners' share)-3 cr14 cr17 cr
Net margin (owners' share, on revenue)-0.7%3.0%3.3%
EPS (₹)-0.431.982.37
YoY (latest quarter): total income +12.7% · net profit +57.8%
Balance sheet & cash flow · as of Mar 2026
Low debt
Total assets
₹1,673 cr
Shareholder equity
₹1,175 cr
parent shareholders
Total debt
₹196 cr
Cash
₹53 cr
Cash flow · H1 FY26
Operating
₹8 cr
Investing
₹15 cr
Financing
₹-35 cr
Peer comparison
Electrodes & Refractories · by market value
CompanyPriceMarket capP/E
Graphite India Limited₹814₹15,875 cr23.1
Vesuvius India Limited₹400₹8,120 cr34.7
Raghav Productivity Enhancers Limited₹1,654₹7,597 cr97.1
RHI MAGNESITA INDIA LIMITED₹366₹7,557 cr29.2
HEG Limited₹226₹4,358 cr8.9
IFGL Refractories Limitedthis company₹198₹1,425 cr20.8
ORIENT CERATECH LIMITED₹46₹552 cr13.1
De Nora India Limited₹785₹417 cr16.3
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
1.09%
trailing 12 months
Dividend / share (TTM)
₹2.15
Last dividend
₹2.15
ex 29 Jul 2026
ActionDetailEx-date
Dividend₹2.15 / share29 Jul 2026
Bonus issue1:118 Jul 2025
Dividend₹1 / share6 Jun 2025
Dividend₹6 / share13 May 2025
Dividend₹7 / share24 Jul 2024
Dividend₹7 / share18 Aug 2023
Who owns it · 2026-06-30
No pledge
Promoter
72.4%
FII / Foreign
0.0%
DII / Domestic
13.0%
Retail / others
14.5%
Smart-money activity
Insider trades
SoldMihir Prakash Bajoria · Promoter Group4.37 L · ₹9.3 cr3 Dec 25
BoughtBajoria Financial Services Private Limited · Promoter Group4.37 L · ₹9.3 cr3 Dec 25
SoldMihir Prakash Bajoria · Promoter Group4.37 L · ₹9.3 cr3 Dec 25
Bulk / block deals
BoughtGRAVITON RESEARCH CAPITAL LLP · NSE4.71 L @ ₹320.766 Oct 25
SoldGRAVITON RESEARCH CAPITAL LLP · NSE4.71 L @ ₹321.066 Oct 25
BoughtNK SECURITIES RESEARCH PRIVATE LIMITED · NSE3.72 L @ ₹289.4130 Sep 25
Stake changes
BoughtBajoria Financial Services Private Limited · promoter→ 72.43% · 4.37 L3 Dec 25
BoughtBajoria Financial Services Private Limited · promoter→ 72.43% · 4.37 L3 Dec 25
BoughtBajoria Financial Services Private Limited · promoter→ 72.43% · 4.37 L3 Dec 25
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Postal ballot · 5 Feb 2026
See the official result
1
Re-appointment of Mr. Shishir Kumar Bajoria (DIN: 00084004) as Executive Chairman (Whole-time Director) of the Company for the period of three years from 1st April 2026 to 31st March 2029, both days inclusive and payment of Remuneration to him
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 75%
99.53 L votes for, 13,391 against · 0% of mutual funds and other big investors said no
2
Re-appointment of Mr. Rajesh Agarwal (DIN: 09786410) as Director - General Counsel (Whole-time Director) of the Company for the period of three years from 12th November 2025 to 11th November 2028, both days inclusive and payment of remuneration to him
Backed by 100% of shareholders other than promotersneeded 75%
99.54 L votes for, 3,016 against · 0% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 21 named members
owning 72.4% between them · as of 2026-06-30
BAJORIA FINANCIAL SERVICES PRIVATE LIMITED67.32%
SHISHIR KUMAR BAJORIA4.11%
S K BAJORIA HUF (SHISHIR KUMAR BAJORIA)0.87%
SMITA BAJORIA0.12%
BAJORIA ENTERPRISES LIMITEDno shares
BAJORIA KNOWLEDGE PVT LTDno shares
BAJORIA REAL ESTATE PRIVATE LIMITEDno shares
BAJORIA RIVER FRONT REALTY PRIVATE LIMITEDno shares
Business done with them
FY2026 · 1 of the group
The company paid ₹73.6 L to companies in the promoter group last year — about 0.0% of its ₹1,894 cr revenue.
Bajoria Financial Services Private Limited
Other payments to them · Rent for Office Premises
also owns 67.32% of the company
₹73.6 L
company paid

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.